Your Financial Legacy - ImagisoftYour Financial Legacy An Illustration to Help You Pass Your IRA Assets to Future Generations Prepared for John F. Sample and Susan G. Sample Prepared

Your Financial LegacyAn Illustration to Help You Pass

Your IRA Assets to Future Generations

Prepared for

John F. Sampleand

Susan G. Sample

Prepared by

Michael J. PrestwichImagiSOFT, Inc.PO Box 13208

Albuquerque, NM 87192

(877) [email protected]

October 30, 2017

Printed October 30, 2017Presented by Michael J. Prestwich (877) 510-4702

Page 1 of 13 Stretch IRA 3.8.8.8Copyright 2017, ImagiSOFT, Inc. All rights reserved.

Disclosure PageImportant - Please Read

This analysis compares different options available to you. It provides only a broad, general andnon-exhaustive guideline which may be helpful in shaping your thinking about your retirement planning.Nothing contained herein should be considered as a recommendation of any specific option, unless otherwisestated. The report and graphs are dependent upon the quality and accuracy of data furnished by you.

• Any changes in, or inaccuracy of, the information you have provided to us may affect theinformation presented in this financial analysis.

• Calculations illustrating income tax concepts and deductions are estimates only and should not berelied upon in filing income tax returns or in making tax-related decisions.

• Tax laws, including tax rates, are amended from time to time and such amendments may affect theoptions and information presented in this illustration.

• Assumed asset growth rates and hypothetical investment returns are used at various places in thisfinancial analysis. All assumed growth rates and investment returns are for illustration purposesonly and are not intended to represent the actual future performance or growth of any specificinvestment or asset.

• All illustrations demonstrating investment growth assume a constant annual growth rate whereasactual rates may vary.

• All illustrations assume reinvestment of all earnings, but do not consider the effect of taxes orinvestment fees and expenses unless otherwise noted.

• Past performance is not indicative of future results and nothing contained herein should beconstrued as a guarantee of a particular result.

• This material is for estimating purposes only and must be monitored periodically.

Michael J. Prestwich does not provide tax, legal or accounting advice. This material has been prepared forinformational purposes only, and is not intended to provide, and should not be relied on for, tax, legal oraccounting advice. You should consult your own tax, legal and accounting advisors before engaging in anytransaction.



Your 78-Year Income Generating MachineYour $1,000,000 IRA Rollover May Generate $2,863,568 of Total Income

• Defer Taxes• Time (RMD)• Steady Return• Account Safety• Proper Planning

4.00%

John's

$1,000,000IRA Rollover Generates paychecks for John totaling $828,646 over 18 years

4.00%John passes

away at age 86

With proper planningSusan

Continues with

$925,957IRA Balance Generating paychecks for Susan totaling $666,401 over 10 years

4.00%Susan passesaway at age 95

With proper planningNext Generation

Divides Inheritance of

$573,024into Individual

IRARollover Accounts Generates paychecks for Bobbie totaling $457,316 over 50 years

Generates paychecks for Johnny totaling $435,375 over 48 yearsGenerates paychecks for Robert totaling $475,830 over 23 years

The hypothetical rates of return in this illustration were selected by your financial professional based on his/her knowledge of your risktolerance, investment strategy, and historical returns where you may be likely to invest your IRA. This rate is not a guarantee, nor is itintended to be indicative of any particular investment product or investment vehicle. If your IRA earns rates of return lower than the ratesselected in this illustration, then your total distributions under the "stretch" method will be lower than what is illustrated; if your actual rates ofreturn are higher, your total distributions should also be higher. If your IRA earns a negative rate of return, the owner, spouse, andbeneficiaries will receive less than the initial value, less the income taxes due.



I Want My Share$347,370

Will You Leave Your Family a Legacy or a Tax Bill?Your retirement account's contributions were made with pre-tax money.Growth compounds income tax free, but not forever. Uncle Sam requiresthat you start withdrawing down your retirement account starting at age 70½and these distributions will be fully taxable.

Upon your death your retirement account may trigger a huge tax bill ifyour beneficiaries are forced to take a taxable lump sum distribution,which most company-sponsored retirement plans require. To avoid this,rollover all or part of your current retirement assets into an IRA that allows yourbeneficiaries to "stretch" their inheritance over their lifetimes to avoid the highertax impact of a lump sum payment. This strategy also gives your heirs thebenefit of earning tax-deferred interest over their lifetimes to maximize theincome they will receive from their inherited IRA.

Your beneficiaries should follow the advice of an expert financial advisor whoknows exactly what to do-and what not to do-with your IRA assets after you die.What follows illustrates a few examples of the pitfalls into which yourbeneficiaries may fall without proper planning:

Pitfall 1 Pitfall 2 Stretch

Total Distributionsto Spouse $925,957 $666,401 $666,401

Total Distributions to NextGeneration Beneficiaries $0 $573,024 $1,368,521

Total Federal IncomeTaxes Paid $347,370 $375,030 $576,150

Total After-tax Income $578,587 $864,395 $1,458,772

Pitfall 1: Spouse takes lump sum distribution; Next Generation gets nothingPitfall 2: Spouse takes Required Minimum Distributions (RMD); Next Generation beneficiaries take lump sumStretch: Spouse and Next Generation both take Required Minimum Distributions (RMD)

Income tax calculations assume each beneficiary has a taxable income of $50,000 and pays taxes at 2017federal income tax rates for a Single filer. Annual distributions are then added to the taxable income andincome taxes are recomputed to determine the income tax on the distribution. This method is only anapproximation of the income tax effect on distributions, but demonstrates the impact of how lump sumdistributions are taxed in higher tax brackets. Actual taxes may be higher or lower than shown abovedepending on each beneficiary's individual situation. Tax rates are subject to change and may differ from thisanalysis. State income taxes are not included in these examples.



Turn $1,000,000 into$2,863,568 Income

Over 78 Years

Benjamin Franklin's Financial LegacyIn 1790 Benjamin Franklin left $4,000 jointly to the city of Philadelphia andthe state of Pennsylvania. He left instructions that the money beconservatively invested, but not withdrawn, until 200 years after his death.

In 1990 this fund had grown to $1,500,000. The Pennsylvania StateLegislature distributed the assets of the fund to several charitablefoundations, including a scholarship fund for the students of Penn College.Because of his remarkable foresight and planning, Benjamin Franklinbenefited thousands of lives even though he had been dead for more than200 years.

Franklin understood the interrelationship between time and compoundinterest. His lump sum investment of a mere $4,000 earned a modest 3.00%percent annual return, yet his money increased to $1,500,000-375 times theoriginal value. Franklin knew that time would be the key element inmaximizing the return on his investment, which is why he insisted that themoney be allowed to accumulate for 200 years.

Maximize Your Retirement Account's PayoutThe purpose of this illustration is to help you understand how to legally maximize the time your assets remaininvested. The longer your retirement account remains intact the more income it may produce. Thisillustration demonstrates that it is hypothetically possible to "stretch" your IRA assets over 78 years and toproduce income across several generations. This is accomplished by having each beneficiary withdraw theirrequired minimum distribution (RMD) each year. The ledgers that follow illustrate how the RMD percentageincreases each year until the beneficiary's life expectancy age is reached, where the payout is 100%.

Based on the assumptions in this report, it is possible, but not guaranteed, for the $1,000,000 assetsin your IRA account to generate approximately $2,863,568 in future income to you and yourbeneficiaries. See the ledger pages that follow for details. The maximum benefits of the "Multi-GenerationConcept" or "Stretch IRA" distribution strategy are best realized by those who do not need the assetsillustrated as their primary source of retirement income, however, each participant may withdraw more thanthe amount illustrated when income needs change. See page 7 for other factors that may impact theassumptions of this report in the future.

Required Minimum DistributionsBeginning with age 70½, you are required by law to withdraw a certain minimum amount from your IRA eachyear. This illustration assumes that you take at least the required minimum distribution at the end of eachyear. After your death your beneficiaries are also required to withdraw a minimum amount from their inheritedIRA. This illustration assumes that your beneficiaries withdraw only the minimum amount each year.

Required Minimum Distribution regulations were proposed by the Treasury Department (IRS) in 1987 and in2001. Final regulations on IRA distributions were issued on April 17, 2002 and are the basis of thisillustration. Future beneficiaries may be subject to different types of taxation. Tax laws are complex, subjectto change, and may apply differently to your particular circumstances. Neither ImagiSOFT, Inc. nor itsagents or employees provide tax, legal, financial, or accounting advice. You should consult with your attorneyor qualified tax advisor regarding these matters.



Leave Them ALifetime Income

You Need a Proper IRA Custodial AgreementMany retirement plan trustees or custodians limit the beneficiary's distributionperiod from one to five years. We strongly recommend that you read your plandocument carefully to ensure your beneficiaries can elect to receive a lifetimeincomeas is demonstrated in this report. This will give them

a) the highest possible income from your retirement plan, and,

b) help your heirs avoid the dramatic income tax consequences they mayincur if they are forced to receive the proceeds of your retirement plan in alump sum.

IRA Distribution Planning DetailsThe "Multi-Generation Concept" or "Stretch IRA," concept is not a special or new type of IRA. Rather, the "StretchIRA" is a bona fide strategy whereby an IRA owner may extend the period of distributions of tax-deferred earningsfor several generations. Creating an IRA distribution plan is essential if your goal is to pass as much of your IRAassets on to your beneficiaries as possible in the most tax-efficient manner. To make your assets last as long aspossible, the goal of your IRA distribution plan is to:

1. Provide your beneficiaries with an income stream over their life expectancies.2. Help spread your beneficiaries' tax liability over their life expectancies.3. Take advantage of your IRA's tax-deferred growth to increase the amount of money that may

eventually pass to your beneficiaries.

Keep in mind, however, that the primary use of your IRA is to generate retirement income for yourself. Neitheryou or your beneficiaries are under any obligation to withdraw only the Required Minimum Distribution each year.You may also change the beneficiaries to your IRA at any time. Those considering the "Stretch IRA" conceptshould understand that this strategy is generally designed for those who will not depend on the funds directed tothe IRA, as their primary source of income either presently or in retirement.

This illustration will provide you and your advisors information so that the IRA distribution plan you put in placewill best meet your objectives. It starts with two important steps.

Step 1) Name Your IRA BeneficiariesBy designating each beneficiary of your IRA, you control who inherits this important asset after your death, andensure that each gets a lifetime payout based on their own life expectancy. If you fail to name a beneficiary priorto your death, your IRA will generally pass to your estate and will be subject to applicable state probate laws,where the court will determine how your IRA assets will be divided.

Step 2) Withdraw Your Required Minimum Distribution (RMD) Each YearStarting with the year you attain age 70½, you are required to withdraw your RMD from your IRA by December31st of each year. Important: The RMD must be recalculated each year. We recommend that you seek thehelp of a trained professional for the RMD calculation and that you evaluate your IRA distribution plan annuallywith your financial advisor.

How to Calculate Your RMDMost IRA owners will use the calculation method based on The Uniform Lifetime Table. If your spouse who ismore than 10 years younger than you is named as sole beneficiary for the entire year, you may use Joint LifeExpectancy Table. Non-spouse beneficiaries who inherit an IRA must calculate the RMD based on the Single LifeExpectancy Table. This illustration uses these formulas.



Steps Used to Calculate Your RMD1. Determine your age at the end of the year.2. If older than age 70½, look up the life expectancy factor from the appropriate table.3. Locate your IRA statement from the previous year then find the value on December 31st.4. Divide the December 31st IRA balance by your life expectancy factor.Hypothetical Example: RMD for 2017

Age Life Expectancy Factor December 31, 2016 Balance RMD Amount

70 27.4 $100,000 $100,000 / 27.4 = $3,650

Hypothetical Rate of Return AssumptionsThe hypothetical rates of return in this illustration were selected by your financial professional based on his/herknowledge of your risk tolerance, investment strategy, and historical returns where you may be likely to investyour IRA. This rate is not a guarantee, nor is it intended to be indicative of any particular investment product orinvestment vehicle. If your IRA earns rates of return lower than the rates selected in this illustration, then yourtotal distributions under the "stretch" method will be lower than what is illustrated; if your actual rates of return arehigher, your total distributions should also be higher. If your IRA earns a negative rate of return, the owner,spouse, and beneficiaries will receive less than the initial value, less the income taxes due.

Time Duration / Possible Future ChangesThis "Stretch IRA" illustration spans 78 years with assets being distributed over several generations. Some of theassumptions in this illustration may change during this timeframe that may affect the total distributions received byyou and your beneficiaries. For example, lower or higher rates of return than those illustrated, distributions higherthan the RMD, tax law changes, and changing beneficiaries are events that may impact the assumptions of thisillustration.

Distributions Higher Than The RMDThis illustration assumes that you, your spouse, and your beneficiaries will withdraw the Required MinimumDistribution each year. Although you are free to do so, withdrawing more than your RMD may dramatically impactfuture distributions to you and your beneficiaries.

Potential Tax Law ChangesThis illustration is based on current tax laws, which are subject to change, possibly making the "Stretch IRA"distribution strategy obsolete in the future. Neither ImagiSOFT, Inc. nor its agents or employees provide tax,legal, financial, or accounting advice. You should consult with your attorney or qualified tax advisor regardingthese matters.

Beneficiary ChangesThe plan owner may add, delete, or change beneficiaries at any time. Changing beneficiaries will impact theassumptions and future distributions shown in this illustration.

Consider InflationThis illustration does not reflect that inflation may erode the purchasing power of the future dollars shown.

Possible Estate TaxesTraditional IRA assets are part of your estate when you die. Estates of decedents who die during 2017 have abasic exclusion amount of $5,490,000. Under current law, this amount is adjusted each year for inflation. Federalor state estate taxes, if paid from the IRA assets, will dramatically reduce the illustrated income paid to futurebeneficiaries. Please consult with your qualified tax professional to determine whether you may have an estatetax liability which could be detrimental to your "Multi-Generation IRA" distribution plan.



Assumptions for this Illustration

Current Value of IRA: $1,000,000

Owner: John F. SampleDate of Birth: March 27, 1949Age on December 31, 2017: 68Assumed Age at Death: 86Rate of Return Assumption 4.00%

Primary Beneficiary: Susan G. Sample (Spouse)Date of Birth: May 1, 1950Age on December 31, 2017: 67Age at John's Death: 85Assumed Age at Death: 95Inherits this Percentage: 100%Rate of Return Assumption 4.00%

Next Generation Beneficiaries:

Johnny Sample Robert SampleDate of Birth: January 1, 2009 Date of Birth: January 1, 1982Age at Susan's Death: 36 Age at Susan's Death: 63Inherits this Percentage: 25% Inherits this Percentage: 50%Rate of Return Assumption 4.00% Rate of Return Assumption 4.00%

Bobbie SampleDate of Birth: January 1, 2011Age at Susan's Death: 34Inherits this Percentage: 25%Rate of Return Assumption 4.00%

The hypothetical rates of return in this illustration were selected by your financial professional based on his/her knowledge of your risktolerance, investment strategy, and historical returns where you may be likely to invest your IRA. This rate is not a guarantee, nor is itintended to be indicative of any particular investment product or investment vehicle. If your IRA earns rates of return lower than the ratesselected in this illustration, then your total distributions under the "stretch" method will be lower than what is illustrated; if your actual ratesof return are higher, your total distributions should also be higher. If your IRA earns a negative rate of return, the owner, spouse, andbeneficiaries will receive less than the initial value, less the income taxes due.



John F. SampleBeginning Account Balance December 31, 2016 $1,000,000

(1) (2) (3)Required

End of Spouse Life Interest Minimum Elective AccountYear Age Age Expectancy Deposits Earnings Distributions Withdrawals Balance

2017 68 67 0 40,000 0 0 1,040,0002018 69 68 0 41,600 0 0 1,081,6002019 70 69 27.4 0 43,264 39,474 0 1,085,3902020 71 70 26.5 0 43,416 40,958 0 1,087,8472021 72 71 25.6 0 43,514 42,494 0 1,088,8672022 73 72 24.7 0 43,555 44,084 0 1,088,3382023 74 73 23.8 0 43,534 45,728 0 1,086,1432024 75 74 22.9 0 43,446 47,430 0 1,082,1592025 76 75 22.0 0 43,286 49,189 0 1,076,2562026 77 76 21.2 0 43,050 50,767 0 1,068,5402027 78 77 20.3 0 42,742 52,637 0 1,058,6442028 79 78 19.5 0 42,346 54,289 0 1,046,7002029 80 79 18.7 0 41,868 55,973 0 1,032,5952030 81 80 17.9 0 41,304 57,687 0 1,016,2122031 82 81 17.1 0 40,648 59,428 0 997,4332032 83 82 16.3 0 39,897 61,192 0 976,1382033 84 83 15.5 0 39,046 62,977 0 952,2072034 85 84 14.8 0 38,088 64,338 0 925,957

At John's death this illustration assumes that Susan completes an IRA rollover. Total distributions duringJohn's lifetime are $828,646.

(1) John takes distributions at age 70 and calculated life expectancy using the Uniform Lifetime Table. Susanis named beneficiary.(2) Reflects an assumed hypothetical annual rate of return of 4.00% which is not guaranteed. See page 8 fordetails.(3) Distributions are based on the prior year's December 31 value. The initial distribution in this example isusing the value of $1,000,000 as of December 31, 2016.



Susan G. SampleInherited Account Balance $925,957

(1) (2) (3)Required

End of Spouse Life Interest Minimum Elective AccountYear Age Expectancy Earnings Distributions Withdrawals Balance

2035 85 14.8 37,038 62,565 0 900,4302036 86 14.1 36,017 63,860 0 872,5872037 87 13.4 34,903 65,118 0 842,3722038 88 12.7 33,695 66,329 0 809,7392039 89 12.0 32,390 67,478 0 774,6502040 90 11.4 30,986 67,952 0 737,6842041 91 10.8 29,507 68,304 0 698,8872042 92 10.2 27,956 68,518 0 658,3252043 93 9.6 26,333 68,575 0 616,0822044 94 9.1 24,643 67,701 0 573,024

Total distributions during Susan's lifetime are $666,401. At Susan's death, the IRA is distributed to the namedbeneficiaries.

(1) Susan takes distributions at age 85 and calculated life expectancy using the Uniform Lifetime Table.(2) Reflects an assumed hypothetical annual rate of return of 4.00% which is not guaranteed. See page 8 fordetails.(3) Required Minimum Distributions are based on the prior year's December 31 value and the UniformLifetime Table.

Extending Your LegacyYou receive your Required Minimum Distributions on your IRA until the time of your death based on theUniform Lifetime Table. At your death, Susan rolls over the remaining IRA balance and names newbeneficiaries for her IRA. With Susan now the current IRA owner, the account will continue to earn interest,maintain its tax-deferred status, and avoid the $347,370 income tax as explained on page 4 about the taximpact of large lump sum payments. Required Minimum Distributions are based on the Uniform LifetimeTable. At Susan's death, her beneficiaries receives their percentage of the IRA and must take RequiredMinimum Distributions based on the single life expectancy table.

If Susan's estate does not have enough liquidity outside the IRA to pay any applicable estate taxes, and isforced to liquidate some of the IRA assets for these expenses, distributions to the next generationbeneficiaries could be greatly reduced.



Robert SampleInherited Account Balance $286,512

(1) (2) (3) (1) (2) (3)End of Life Annual Account End of Life Annual AccountYear Age Exp. Distributions Balance Year Age Exp. Distributions Balance

2045 63 22.7 12,622 285,351 2057 75 10.7 20,820 210,8672046 64 21.7 13,150 283,615 2058 76 9.7 21,739 197,5632047 65 20.7 13,701 281,258 2059 77 8.7 22,708 182,7572048 66 19.7 14,277 278,232 2060 78 7.7 23,735 166,3332049 67 18.7 14,879 274,482 2061 79 6.7 24,826 148,1602050 68 17.7 15,507 269,954 2062 80 5.7 25,993 128,0942051 69 16.7 16,165 264,587 2063 81 4.7 27,254 105,9632052 70 15.7 16,853 258,318 2064 82 3.7 28,639 81,5632053 71 14.7 17,573 251,078 2065 83 2.7 30,209 54,6172054 72 13.7 18,327 242,794 2066 84 1.7 32,128 24,6742055 73 12.7 19,118 233,389 2067 85 0.7 25,661 02056 74 11.7 19,948 222,776

Total distributions received during Robert's lifetime $475,830

(1) Calculated on December 31st of the year following death and reduced by one each year thereafter.

(2) Distributions are subject to income tax. The above assumes a rollover into an IRA that allows non-spousebeneficiary RMD distributions so the inheritance can be distributed over the maximum number of years. Thisstrategy will allow the account to continue to earn interest, maintain its tax-deferred status, and will avoid the$95,485 income tax as explained on page 4 about the tax impact of large lump sum payments.

(3) Reflects an assumed hypothetical annual rate of return of 4.00% which is not guaranteed. See page 8 fordetails.



Johnny SampleInherited Account Balance $143,256


2045 36 47.5 3,016 145,970 2069 60 23.5 7,946 186,2542046 37 46.5 3,139 148,670 2070 61 22.5 8,278 185,4262047 38 45.5 3,267 151,349 2071 62 21.5 8,624 184,2192048 39 44.5 3,401 154,002 2072 63 20.5 8,986 182,6022049 40 43.5 3,540 156,622 2073 64 19.5 9,364 180,5412050 41 42.5 3,685 159,202 2074 65 18.5 9,759 178,0042051 42 41.5 3,836 161,734 2075 66 17.5 10,172 174,9532052 43 40.5 3,993 164,209 2076 67 16.5 10,603 171,3472053 44 39.5 4,157 166,621 2077 68 15.5 11,055 167,1472054 45 38.5 4,328 168,958 2078 69 14.5 11,527 162,3052055 46 37.5 4,506 171,210 2079 70 13.5 12,023 156,7752056 47 36.5 4,691 173,368 2080 71 12.5 12,542 150,5042057 48 35.5 4,884 175,419 2081 72 11.5 13,087 143,4372058 49 34.5 5,085 177,351 2082 73 10.5 13,661 135,5142059 50 33.5 5,294 179,151 2083 74 9.5 14,265 126,6692060 51 32.5 5,512 180,805 2084 75 8.5 14,902 116,8342061 52 31.5 5,740 182,297 2085 76 7.5 15,578 105,9292062 53 30.5 5,977 183,612 2086 77 6.5 16,297 93,8702063 54 29.5 6,224 184,733 2087 78 5.5 17,067 80,5572064 55 28.5 6,482 185,640 2088 79 4.5 17,902 65,8782065 56 27.5 6,751 186,315 2089 80 3.5 18,822 49,6912066 57 26.5 7,031 186,737 2090 81 2.5 19,876 31,8022067 58 25.5 7,323 186,884 2091 82 1.5 21,201 11,8732068 59 24.5 7,628 186,731 2092 83 0.5 12,348 0

Total distributions received during Johnny's lifetime $435,375






Bobbie SampleInherited Account Balance $143,256


2045 34 49.4 2,900 146,086 2070 59 24.4 7,946 193,7012046 35 48.4 3,018 148,911 2071 60 23.4 8,278 193,1712047 36 47.4 3,142 151,726 2072 61 22.4 8,624 192,2742048 37 46.4 3,270 154,525 2073 62 21.4 8,985 190,9812049 38 45.4 3,404 157,303 2074 63 20.4 9,362 189,2582050 39 44.4 3,543 160,052 2075 64 19.4 9,756 187,0732051 40 43.4 3,688 162,766 2076 65 18.4 10,167 184,3892052 41 42.4 3,839 165,438 2077 66 17.4 10,597 181,1672053 42 41.4 3,996 168,060 2078 67 16.4 11,047 177,3672054 43 40.4 4,160 170,622 2079 68 15.4 11,517 172,9442055 44 39.4 4,331 173,116 2080 69 14.4 12,010 167,8522056 45 38.4 4,508 175,533 2081 70 13.4 12,526 162,0402057 46 37.4 4,693 177,861 2082 71 12.4 13,068 155,4542058 47 36.4 4,886 180,089 2083 72 11.4 13,636 148,0362059 48 35.4 5,087 182,205 2084 73 10.4 14,234 139,7232060 49 34.4 5,297 184,197 2085 74 9.4 14,864 130,4482061 50 33.4 5,515 186,050 2086 75 8.4 15,529 120,1362062 51 32.4 5,742 187,749 2087 76 7.4 16,235 108,7072063 52 31.4 5,979 189,280 2088 77 6.4 16,985 96,0702064 53 30.4 6,226 190,625 2089 78 5.4 17,791 82,1222065 54 29.4 6,484 191,766 2090 79 4.4 18,664 66,7432066 55 28.4 6,752 192,685 2091 80 3.4 19,630 49,7822067 56 27.4 7,032 193,360 2092 81 2.4 20,743 31,0312068 57 26.4 7,324 193,770 2093 82 1.4 22,165 10,1072069 58 25.4 7,629 193,892 2094 83 0.4 10,512 0

Total distributions received during Bobbie's lifetime $457,316






Your Financial Legacy - ImagisoftYour Financial Legacy An Illustration to Help You Pass Your IRA Assets to Future Generations Prepared for John F. Sample and Susan G. Sample Prepared

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